UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.56B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$21.1M
3
+$16.3M
4
TFC icon
Truist Financial
TFC
+$12.5M
5
MRVL icon
Marvell Technology
MRVL
+$12.1M

Top Sells

1
+$35.3M
2
+$16M
3
+$14.4M
4
UMBF icon
UMB Financial
UMBF
+$13.3M
5
NKE icon
Nike
NKE
+$11.8M

Sector Composition

1 Financials 23.06%
2 Technology 12.57%
3 Healthcare 10.19%
4 Industrials 7.15%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$62K ﹤0.01%
1,051
902
$62K ﹤0.01%
913
903
$61K ﹤0.01%
903
-13
904
$61K ﹤0.01%
1,090
-54
905
$61K ﹤0.01%
2,154
-79
906
$61K ﹤0.01%
324
-151
907
$61K ﹤0.01%
3,310
908
$61K ﹤0.01%
898
909
$60K ﹤0.01%
605
-8
910
$60K ﹤0.01%
2,646
-181
911
$60K ﹤0.01%
2,562
912
$60K ﹤0.01%
420
-282
913
$60K ﹤0.01%
1,910
914
$60K ﹤0.01%
367
-126
915
$60K ﹤0.01%
1,735
-85
916
$60K ﹤0.01%
903
-190
917
$59K ﹤0.01%
1,247
-166
918
$59K ﹤0.01%
3,146
919
$59K ﹤0.01%
1,732
920
$59K ﹤0.01%
631
921
$59K ﹤0.01%
427
-6
922
$59K ﹤0.01%
933
923
$59K ﹤0.01%
756
924
$59K ﹤0.01%
1,514
+35
925
$59K ﹤0.01%
1,300
35 36
37
38 39